Ladder7 Wealth Planners Private Limited

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A financial plan can truly transform your life.

A customised financial blueprint that will provide your clear direction, clarity & peace of mind.

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What can a financial plan do for me?

A financial Plan will be a 360 degree look at your finances; you will be sorted out, have a roadmap & move ahead in life.

Stagewise planning process

Your financial goals shall be comprehensively studied and a step by step plan will be curated to achieve them in a time bound manner.

You can trust us implicitly

Trusted, proven advice on mutual funds, savings, insurance, estates and all current assests under your portfolio.

Seamless Plan Implementation Support

To assist our clients, we have Implementation Partners who facilitate implementation & provide reporting and back-office support.

WE ARE YOUR PERSONAL CFOs

We take charge of your financial life. We anchor finances such that you have enough time to enjoy your personal life & career.

THE MAN BEHIND THE MISSION

Suresh Sadagopan

Founder, Principal Financial Planner

Suresh started Ladder7 Financial Advisories in 2004, one of the first Financial Planning firms in India.

It has now metamorphosed into a trusted, highly respected fee-only Financial Planning/Advisory Firm across the country.

As an industry veteran, Suresh was on the advisory board of Network FP & of FPGI.

He is also the Vice-chairman of Association of Registered Investment Advisers (ARIA), a body that represents SEBI RIAs.

Suresh has been featured on a number of publications including:

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THE PEOPLE

Meet The Team

We’re a tightly knit, highly focused team that has been delivering financial freedom to families since 15 years. We don’t sell products. We are fee-only, SEBI Registered Advisors acting in your best interests.

Prateek Patani

Sr. Financial Planner

Vaishali Doshi

Sr. Financial Planner

Anuj Kesarwani

Assc. Financial Planner

Sunny
Gala

Assc. Financial Planner

OUR REVIEWS

What People Say

It was a pleasure to be associated with Ladder 7 Financial advisories for preparation of the financial plan.

They were meticulous in reviewing the personal income, expense, asset & liability profile, insurance coverage & investment portfolio and devise a plan to ensure fulfillment of the key life goals.
Durbar Mukherjee
Qatar
If there is one thing that I regret in life, it is about not investing early in my professional career that started in 1987.

I did not know anything about Financial Stability let alone Planning. Accidentally meeting my BITS-Pilani batchmate Suresh Sadagopan in 2006 turned out to one of the biggest blessings ever.

Suresh took stock of my pathetic financial situation and requested me to place trust in him and his ideas. His sermon has worked for me. Suresh is, without doubt, a genius who has shaped my life big time.
Syam S
Navi Mumbai
Right from the start, we were asked to share every detail of our goals, our income, expenses. His team had multiple meetings with us to get to all the details threadbare.

We found his team to be very flexible and responsive to all our queries. They also understood our perspective and proposed a plan which was rational and implementable. Not only was the planning good, their execution was equally brilliant, we found their team constantly following up and sending reminders to make sure the plan is implemented.

Suresh brought a lot of professional experience, ethics, integrity and customer oriented approach in all our interactions and it is a great pleasure to deal with him and his firm. We also got similar experience with Sage Counsel Advisors their implementing partners and net net we are very happy.
Manoj & Sunita
Mumbai

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